As a new Director, John Williams will focus on working with private bankers to provide structured solutions, client engagement and product development.
Barclays Wealth, 06 August 2008
Barclays Wealth is pleased to announce the appointment of John Williams as a Director within its Wealth Advisory business. John Williams starts in November 2008 and will join the Advisory and Financial Solutions team, working with Stuart Chapell.
Advisory and Financial Solutions is the non-fiduciary area of the Barclays Wealth Advisory business. It develops, sources, markets and implements structured solutions for Barclays Wealth clients, with a particular focus on products where a thorough understanding of regulatory legal and tax matters is important to the client. John Williams’ position is a newly created role which will focus primarily on working with private bankers to provide structured solutions, but also include responsibilities for client engagement and product development.
Richard Phelps, Head of Advisory and Financial Solutions says, “We are delighted to welcome John to the team. He has excellent experience in financial planning and will be invaluable in helping us develop our business. The recruitment of a specialist of John’s calibre is confirmation that we are progressing to be the market leader in this space. John’s client focused approach will be crucial as we continue to develop Barclays Wealth Advisory into a market leading proposition to meet the individual needs of our key clients.”
John Williams has extensive experience in financial planning and joins Barclays Wealth from UBS Wealth Management where he was an Executive Director; working for seven years in their Wealth Planning team. There, he managed the team responsible for the business’s life and pensions platform, advised high net worth individuals on all areas of financial planning and developed the strategy for new products and services. Immediately prior to UBS, John Williams spent four years as a Financial Planning Manager with Kleinwort Benson Financial Services Ltd, with responsibility for new business development, managing existing client relationships and technical support in all areas of financial planning. John Williams graduated from University College in Cardiff with a Bsc (Honours) Economics.
For further information contact:
Caroline Wells, Barclays Wealth, Corporate Communications
020 7114 7435
Jignasa Patel, Barclays Wealth, Corporate Communications
020 7699 2483
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